|
51
|
Aspiriant LLC
Los Angeles,
California
|
$288K
|
+$287K
|
+3,949
|
New
|
|
|
52
|
Regal Wealth Group
Seal Beach,
California
|
$264K
|
+$727
|
+10
|
+0.3%
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$253K
|
+$252K
|
+3,467
|
New
|
|
|
54
|
Tower Research Capital (TRC)
New York
|
$243K
|
-$199K
|
-2,744
|
-45%
|
|
|
55
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$196K
|
–
|
–
|
–
|
|
|
56
|
Column Capital Advisors
Indianapolis,
Indiana
|
$182K
|
+$31.1K
|
+428
|
+21%
|
|
|
57
|
Horan Securities
Cincinnati,
United States
|
$134K
|
–
|
–
|
–
|
|
|
58
|
FAS Wealth Partners
Leawood,
Kansas
|
$131K
|
–
|
–
|
–
|
|
|
59
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$125K
|
-$47.7K
|
-656
|
-28%
|
|
|
60
|
Concord Wealth Partners
Abingdon,
Virginia
|
$72.9K
|
+$72.7K
|
+1,000
|
New
|
|
|
61
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$63.5K
|
+$63.2K
|
+870
|
New
|
|
|
62
|
|
$56K
|
+$56.2K
|
+774
|
New
|
|
|
63
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$47.2K
|
+$363
|
+5
|
+0.8%
|
|
|
64
|
Fidelity Investments
Boston,
Massachusetts
|
$44K
|
-$3.27K
|
-45
|
-7%
|
|
|
65
|
William Blair & Company
Chicago,
Illinois
|
$27.6K
|
–
|
–
|
–
|
|
|
66
|
NewEdge Advisors
New Orleans,
Louisiana
|
$19.9K
|
+$19.8K
|
+273
|
New
|
|
|
67
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$12.1K
|
+$12.1K
|
+166
|
New
|
|
|
68
|
Advisory Services Network
Atlanta,
Georgia
|
$11.3K
|
+$11.3K
|
+155
|
New
|
|
|
69
|
Global Retirement Partners
San Rafael,
California
|
$5.11K
|
–
|
–
|
–
|
|
|
70
|
Glassman Wealth Services
Vienna,
Virginia
|
$1.31K
|
–
|
–
|
–
|
|
|
71
|
|
$802
|
–
|
–
|
–
|
|
|
72
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
–
|
-$933K
|
-13,971
|
Closed
|
|
|
73
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
–
|
-$298K
|
-4,457
|
Closed
|
|
|
74
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
–
|
-$259K
|
-3,773
|
Closed
|
|
|
75
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$230K
|
-3,437
|
Closed
|
|
